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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,681 | $157,296-90.0% | $141,191-88.9% | $152,897-89.7% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 10.62% | 64.34%-53.7pp | 71.41%-60.8pp | 345.43%-334.8pp |
| Employer contribution / active EE | $2,864 | $5,262-45.6% | $4,736-39.5% | $4,764-39.9% |
| Participant deferral / active EE | $6,906 | $7,111-2.9% | $6,710+2.9% | $5,851+18.0% |
| Admin fee / account holder | $1,466 | $12,125-87.9% | $10,264-85.7% | $11,599-87.4% |